| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent A Caswell Control | Principal | Under 5% | 2021 |
| Jeffrey Alan Tudas Control | Founder, Principal And Chief Compliance Officer | Over 75% | 2006 |
Summit Investment Advisors Inc reports $142 million in regulatory assets under management on its Form ADV.
Summit Investment Advisors Inc reports 6 employees.
Summit Investment Advisors Inc is based in Leawood, KS and has been SEC-registered since 2021.
Summit Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12728 State Line Rd., Leawood, KS 66209 |
| Phone | 913-914-1944 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $142M |
| Non-discretionary | $0 |
| Total (RAUM) | $142M |